How‑To Guides — Practical ERP Workflows
This section contains step‑by‑step guides to help you accomplish common business tasks using the ERP system.
Example guides
- Creating your first Sales Order
- Setting up Price Lists and Payment Terms
- Creating a Purchase Order and receiving items
- Warehouse: Receiving, Stock Adjustments and Transfer Workflows
- Production: Creating a Production Request and processing a Job Order
- CRM: Logging field visits and converting leads to opportunities
Writing & requesting guides
If you'd like a guide for a specific workflow, please request one through the documentation repo or the support portal. Provide the business context and the desired outcome and we'll prioritize it.
Tip: Guides are targeted at the business process level — they include screenshots, expected user roles, and verification steps.